Saundra Gibson is a Partner and Director of the Family Office Division for Black Stone Partners (BSP). With over 25 years of experience exclusively concentrating on ultra-high net worth (UHNW) clients and families; she brings an ability to achieve innovative results while managing and simplifying financial affairs. The BSP Family Office teams with you and your outside advisors to customize solutions for wealth and investment strategies that integrate administrative and lifestyle management services.
As an industry leader at Credit Suisse and most recently, Wells Fargo Advisors, Saundra built and directed teams that focused on the needs of her UHNW clients. Her teams’ concentrated on family governance issues pertaining to wealth management including: open architecture asset management, proprietary investment idea development, and generational transfer issues.
Prior to Credit Suisse, Saundra was the co-head of a Private Wealth Advisors team at Merrill Lynch focusing exclusively on UNHW clients through a segregated private banking platform. By providing institutional knowledge in risk management, asset management and wealth transfer to private individuals and families, Saundra’s team consistently executed unique innovative approaches. While at Merrill Lynch, Saundra worked in Silicon Valley teaming with founders and insiders with the tax, philanthropic, trust/wealth transfer and liquidity aspects of the change of control business transactions. These include IPO’s, Mergers and Acquisitions and Private Sales.
Saundra has been active on a variety of Boards during her career and currently sits on the Board of Trustees for The Triskeles Foundation and The Planned Giving Advisory Board for The Pennsylvania State University. Saundra earned a B.S. in Finance from The Pennsylvania State University, Summa Cum Laude. Saundra holds the Series 7, 65, 66, Private Wealth Advisor, International Financial Advisor, and Life and Health Insurance Licenses.